Casey Mccarty

5 Years of Experience

Arden Hills, MN

Broker

Casey Mccarty is a registered investment advisor at Gradient Advisors, LLC, based in Arden Hills, MN, with 5 years of industry experience. Casey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.

Gradient Advisors, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

185 advisors

Number of Clients

2,152 clients

Average Client Portfolio

$134K average

Assets Under Management

$289.3M

Fee Structure

Minimum Investment:None

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.50%

Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Casey works as a compliance officer for Gradient Advisors, LLC, dedicating full-time hours to compliance-related activities. Casey also works as an accountant/CPA for T.A.B.C. Associates, spending about 10-20% of their time on bookkeeping, data entry, and tax reporting.

Employment History

Current Registrations

Gradient Advisors, LLC

May 2024 - Present · 2 yrs 5 mos